Unclaimed
Mirella Vargas is a financial professional with over 14 years of experience in the financial industry. Mirella is currently registered with J.P. Morgan Securities LLC and has been with them since October 1, 2012. Prior to her time at J.P. Morgan Securities LLC, she worked at Chase Investment Services Corp. Mirella is licensed in five states including Arizona, California, Nevada, Oregon and Washington. Mirella specializes in a range of financial services including financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
10/01/2012 - Present
J.p. Morgan Securities LLC (YUMA AZ)
AZ
10/20/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (YUMA AZ)
BC
Issued 10/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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